Personify Wild Apricot

Wild-apricot-review

There are numerous industries and communities that have membership organizations. It might be small, with only a few people, or extremely large, having more than 50,000 members.

Tracking all the activities can make your head swirl. You need to check out renewals, contact information, participants, and even membership fees. It’s plenty of work to keep track of these things.

That is where Wild Apricot comes in. It’s one of the most famous membership management softwares which can help you track and record. Not only that, it has email marketing features and it can even help you build your site.

In this guide, you’ll find out if Wild Apricot is exactly what you’ve been looking for.

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Before you go on, you may want to check out this video by Capterra on YouTube that gives a quick review. Afterward, you will want to read the rest of our article for a more comprehensive review.

What’s Wild Apricot? Personify Wild Apricot

Wild Apricot is a Canadian software company that caters to small to midsize membership organizations. Personify, a Constituent Management and Engagement platform bought them back in 2017.

It’s focused on keeping track of members so that nonprofit organizations and clubs can bill them for events and dues. It’s also used to notify them about these notifications.

It’s designed to be the solution to develop and manage a membership-based website by supporting different applications. It’s built-in financial reporting and email marketing tools.

Who can use Wild Apricot?

Anyone can use the software. But it’s specifically designed for anyone who is looking for a software that could help them operate like a membership-based entity, particularly non-profit organizations, associations, and clubs.

There are many ways to run Wild Apricot using its own features. They also have a setup wizard that could help their users navigate the software with ease. If you require assistance, you can aslo contact their coaches.

What are the features?

Wild Apricot offers features that can be accessed by every member, irrespective of their membership level. From building your website to handling and creating events, it’s easy to navigate these objectives from the dashboard.Here are a few of Wild Apricot’s features.

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Website Builder

Wild Apricot has a site and hosting features done through AWS. They offer templates and drag and drop editors that will assist you create your own site.

This is beneficial if you don’t have any experience making your own website or if you do not have sufficient budget to hire a professional. It’s also perfect for those who are working under a time constraint.

You can even create your own templates, apart from the customizable themes and templates that are available.You can even apply the customized layouts as a theme and set it as your template. And to avoid confusion, your editing page will offer a green highlight to the changes that you have made to your work.

If you are using a free account, you have a free subdomain generated using the email address you registered when you signed up. However, if you would like to make your own domain name, you’ll have to upgrade your account to a paid membership.

Online Store Builder

Besides building sites, they also offer other features such as the online shop and app builder.

With the online store, you can sell both digital and physical products. You can set up the prices, discounts, and other deals.

For physical products, you can send them straight to Wild Apricot so that they can deal with the distribution process. They’ll monitor the process payments and inventory. However, you’ll be the one to deal with the logistics.

For now, the only downside for their online store builder is that you can’t add shipping calculation tools or options to adjust the costs for specific product variants.

Membership Information Storage

Members will be able to access their profiles to update any changes. This will be in sync in real time across the site and the mobile app.

You will be able to access the information since it is kept in a cloud database. To make it simple, it’s searchable, and you can use it to make membership levels and renewals customizable.

You also don’t need to worry about your old membership database if you’re switching from a different management service. Wild Apricot will let you import your existing database into the program.

You could even create a member’s directory using your database so other members can look at other subscriber’s profiles. Personify Wild Apricot

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Wild Apricot Payments and Donations

Wild Apricot can also handle online store and member payments. Their payment gateway is easy and straightforward to use. All you will need to do is create an account with AffiniPay, which is their payment processor. For the buyers, they will only have to enter their card details so their orders can be processed right away.

On top of that, website owners won’t be billed contract fees or setup fees. Though they charge processing fees, it is pretty competitive, having just 2.9 percent and an additional $0.30 for every transaction.

Take note, though, that the processor is available only to the Canadian and American Wild Apricot clients. Furthermore, the processing fees can be different depending on where you’re. There are international processing fees for members who are based in different countries.

Wild Apricot also included a donations feature since they were mainly made for institutions. You can add a donation button and have a widget for the donation drive objectives and progress. The database of the contributions you received can also be exported.

Email Marketing

Emails are still a great, of not, one of the best means to keep in touch with your members. Wild Apricot lets you send newsletters, invoices, reminders, and even occasion invitations through their email templates and features.

If you prefer to start your work using a blank canvas, Wild Apricot also gives you that option. If you’re worried it will seem generic, you can customize the templates using their drag and drop editor.

You may also segment your mailing list. You may use your member’s database for targeting campaigns and to handle other tasks such as confirmations, reminders, or account updates.

If you’re looking for metrics, Wild Apricot includes open trackers and analytical reports to make the most out of this feature.

Even if you’re using a free plan, your email address is the same as your subdomain. Should you upgrade to a paid plan, you can create a custom domain for your site and for your email.

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Event Management

Wild Apricot lets you make and share a calendar of any events you will be hosting. You can also use this to set up registration forms, process payments, and even waitlists.

Wild Apricot Pricing and Plans

Wild Apricot has a free plan where you can have up to 50 members. If you have more than that, you’ll need to upgrade.

Overall, Wild Apricot has 7 plans to choose from. It is possibles to pay it monthly, annually, or every two years.

The cost of the plan is based on the amount of maximum members that you can have. As you increase the number of members, so does your price. For starters, their Personal Plan can accommodate up to 100 members for $40 per month. The maximum amount of members Wild Apricot can hold is 50,000. This falls under the Global Plan, which costs $600 per month.

If you Pre-pay for 1 year, you will able to save 10%. Another payment scheme is to cover 2 years ahead, which makes it possible to save 15%.

They offer competitive prices considering that these include email management and website hosting. They also offer a free trial for their paid plans. Personify Wild Apricot

Pros and Cons

Before continuing on to the last section, we’ll summarize the advantages and disadvantages of utilizing Wild Apricot to help you decide.

Here are the Pros and Cons:

Pros

Includes templates

Tons of videos and tutorials

Offers flexibility for associations, clubs, and nonprofits

Offers a free plan

Each paid plan has a free trial

Cons

User interface is a bit confusing

No membership ID on the system

Payment gateway is limited to customers from the USA and Canada.

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Final Thoughts

If you’re searching for a platform that can help you manage your membership-based website, Wild Apricot is a good suggestion. It was made to be used by membership associations and organizations, so the prices are not too high. They even provide a free plan and a free trial on their paid plans.

However, if you’re intending to use this for handling your business, it might be best to find a different platform. If you are really curious, though, it would not hurt to use their free trial.

It’s still able to perform well even if it wasn’t made for businesses  You can use it to sell online classes, but you will need a link that will lead them to an external website. For businesses with a good deal of occasions, this is a excellent platform to operate and implement event management strategies.

Overall, Wild Apricot is a good platform, particularly for organizations and associations. It gets the job done without being too pricey. If that is not enough to convince you, you could always use their free trial to see for yourself.

FAQ Personify Wild Apricot

Are there any system requirements?

For Wild Apricot to work well, your resolution screen should have a width of 1280 pixels.

Will it work on any browser?

Yes, Wild Apricot is supported by a lot of popular browsers. To avoid glitches, opt for Microsoft Edge, Google Chrome, Safari, or Firefox.

Are there any tutorials to navigate the software?

Yes. Wild Apricot has many videos that will help you get started. Just go to their website to get a list of the webinars and tutorials.

How long does the free trial last?

Wild Apricot’s free trial lasts 30 days.

Are there additional costs?

Wild Apricot doesn’t have additional transaction fees. You get all the features whether you chose the paid or free plan. The only time you will pay for extra costs is when you use a third-party payment provider for your online shop.

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